Elevation Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.6K | Buy |
214
+20
| +10% | +$6.41K | 0.03% | 204 |
|
|
2025
Q1 | $67K | Buy |
194
+20
| +11% | +$6.91K | 0.03% | 202 |
|
|
2024
Q4 | $49.4K | Buy |
174
+23
| +15% | +$6.53K | 0.02% | 230 |
|
|
2024
Q3 | $42.5K | Sell |
151
-8
| -5% | -$2.25K | 0.02% | 236 |
|
|
2024
Q2 | $41.2K | Buy |
159
+8
| +5% | +$2.08K | 0.02% | 230 |
|
|
2024
Q1 | $37.8K | Hold |
151
| – | – | 0.02% | 241 |
|
|
2023
Q4 | $34.4K | Hold |
151
| – | – | 0.02% | 236 |
|
|
2023
Q3 | $34.4K | Hold |
151
| – | – | 0.03% | 175 |
|
|
2023
Q2 | $33.2K | Hold |
151
| – | – | 0.03% | 185 |
|
|
2023
Q1 | $28.9K | Buy |
+151
| New | +$28.9K | 0.03% | 194 |
|